Use this checklist as your personal guide to compiling your tax documents. This checklist can be your personal guide to compiling and organizing your tax documents. It can save you time and remind you which tax documents you’ve gathered throughout the year.

Personal Data

Driver’s License(s)

Social Security card(s)

Last year’s Federal and State tax returns

Social Security numbers and birth dates of dependents

Child / Dependent Residency (Any one for each dependent)

School Records or Statement

Landlord or Property Management Lease/Statement

Healthcare Provider Statement

Medical Records

Childcare Records

Placement Agency Statement

Social Service Records or Statement

Place of worship records

Indian tribal official statement

Employer statement

Income Data

W-2, earnings statement or last paystub for W-2 download

Self-employed business income and expenses / 1099-MISC

Commissions you received or paid

Pension or retirement income / 1099-R

Unemployment income / 1099-G

Social Security Income / SSA-1099

Alimony paid or received

Lottery or gambling winnings and losses

Real Estate

Real estate taxes paid

Personal property taxes paid

Mortgage or home equity loan interest paid / 1098

Record of new home purchase or sale

Rental income and expenses

State & Local Taxes

State or local taxes paid

State refund amount / 1099-G

Estimated taxes or foreign taxes paid

Savings & Investments

IRA contributions

Interest and dividend income / 1099-INT or 1099-DIV

Statements on stock or bond sales / 1099-B

Family / Medical

Affordable Care Act/Marketplace Annual Insurance Premium Statement

Medical and dental expenses

Child care expenses and provider information

Mileage records to doctor appointments

Work Expenses (Unreimbursed)

Uniforms, union dues/expenses, dues to professional societies, licenses and regulatory fees, subscriptions to professional journals/trade magazines, tools/supplies used in your work, occupational taxes, passport for a business trip, travel, transportation, meals, entertainment, gifts and local lodging related to your work.